ABWM

Alpine Bank Wealth Management Portfolio holdings

AUM $711M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$623M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.1%
2 Financials 3.75%
3 Consumer Staples 2.5%
4 Healthcare 2.39%
5 Consumer Discretionary 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$75.5K 0.01%
+156
202
$75.4K 0.01%
+454
203
$74.8K 0.01%
+585
204
$74.4K 0.01%
+1,262
205
$72.8K 0.01%
+500
206
$72.5K 0.01%
+986
207
$70.9K 0.01%
+2,275
208
$70.4K 0.01%
+128
209
$68.8K 0.01%
+614
210
$65.3K 0.01%
+585
211
$65.3K 0.01%
+1,300
212
$64.9K 0.01%
+131
213
$64.6K 0.01%
+265
214
$62.3K 0.01%
+232
215
$62.2K 0.01%
+1,022
216
$61.4K 0.01%
+1,848
217
$60.9K 0.01%
+479
218
$59.8K 0.01%
+833
219
$59.7K 0.01%
+500
220
$59.7K 0.01%
+2,350
221
$56.4K 0.01%
+5,485
222
$55.5K 0.01%
+229
223
$52.7K 0.01%
+744
224
$52.6K 0.01%
+672
225
$50.2K 0.01%
+107